RSHO vs VYM

RSHO vs VYM
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Quick Verdict

VYM has a lower expense ratio. RSHO delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: RSHOMore Diversified: VYM

Side-by-Side Comparison

MetricRSHOVYMWinner
Expense Ratio0.75%0.04%
AUM$302M$81.6B
Dividend Yield0.23%2.24%
Holdings25616
YTD Return+36.08%+16.42%
1Y Return+64.57%+24.22%
3Y Return (annualized)+30.68%+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)22.6%14.6%
Max Drawdown-27.3%-58.8%
Fund FamilyTema Global LimitedVanguard (US)
CategoryEquityEquity
InceptionMay 11, 2023Nov 10, 2006

RSHO vs VYM Performance

Tema American Reshoring ETF (RSHO) is a ETF from Tema Global Limited and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RSHO returned +64.57% while VYM returned +24.22%. Year to date, RSHO is up 36.08% versus a gain of 16.42% for VYM.

Over three years, RSHO compounded at +30.68% per year against +19.03% for VYM. Across the full 3-year window we track, RSHO has the edge at +34.33% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RSHO has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -27.3% for RSHO and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RSHO charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, RSHO currently yields 0.23% against 2.24% for VYM.

Holdings Overlap

5.0%overlap

RSHO and VYM share 9 holdings out of 618 unique holdings combined, representing a 5.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RSHOWeight in VYMDifference
CAT6.79%2.01%4.78%
TKR7.57%0.04%7.53%
ETN5.67%0.69%4.98%
LINProProPro
TEXProProPro
ROKProProPro
HONProProPro
CRH:IEProProPro
WMBProProPro
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Frequently Asked Questions

Which is cheaper, RSHO or VYM?

RSHO has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, RSHO or VYM?

Over the past year RSHO returned +64.57% vs +24.22% for VYM, so RSHO leads on 1-year performance. Over the longest common window we track (3 years), RSHO annualized +34.33% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, RSHO or VYM?

RSHO has been the more volatile fund at 22.6% annualized versus 14.6% for VYM. Worst drawdown: RSHO -27.3% vs VYM -58.8%.

Should I hold both RSHO and VYM?

RSHO and VYM have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RSHO and VYM?

RSHO and VYM share 9 common holdings with a 5.0% weight overlap. Combined, they hold 618 unique securities.

Which pays a higher dividend, RSHO or VYM?

RSHO yields 0.23% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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